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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,722 | $114,119-49.4% | $107,187-46.1% | $138,895-58.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.15% | 273.21%-260.1pp | 204.55%-191.4pp | 145.39%-132.2pp |
| Employer contribution / active EE | $2,517 | $4,059-38.0% | $3,782-33.5% | $4,194-40.0% |
| Participant deferral / active EE | $7,143 | $5,538+29.0% | $5,096+40.2% | $6,396+11.7% |
| Admin fee / account holder | $408 | $10,024-95.9% | $9,162-95.5% | $12,562-96.8% |